SEBI accreditation requires a net worth certificate from a practising Chartered Accountant that is not older than six months. A SEBI circular dated 9 January 2026 changed the prescribed format, and certificates issued in the earlier format are being returned by accreditation agencies.
Why this matters now
If your accreditation agency has returned a certificate for being in the wrong format, it's very likely still using the pre-January-2026 template. We issue only in the current prescribed format.
Who this is for
Individuals or entities applying for SEBI accredited investor status ahead of an AIF, PMS or SIF allocation, where accreditation is a prerequisite.
What are the SEBI accredited investor eligibility criteria?
SEBI's accredited investor framework sets out specific net worth or income thresholds across different applicant categories (individuals, HUFs, family trusts, corporates). Eligibility is assessed against the applicant's most recent net worth certificate, which must not be older than six months at the time of accreditation.
What changed in the January 2026 net worth certificate format?
A SEBI circular dated 9 January 2026 revised the prescribed format for the net worth certificate submitted as part of accreditation. Certificates issued on the earlier template are being returned by accreditation agencies as non-compliant, which is the most common reason accreditation applications stall at this stage.
How long is a SEBI accreditation net worth certificate valid?
It must not be older than six months at the time your accreditation agency processes the application, so timing the certificate close to your submission date matters.
Documents typically needed
- Bank statements, FD and mutual fund/portfolio statements.
- Property documents, where property forms part of net worth.
- PAN and, for entities, incorporation and financial statements.
- Any loan or liability statements.
